On January 2nd, as 2024 enters history, the lithium battery negative electrode material market is ushering in a new round of transformation and development. For the outlook of the negative electrode market in 2025, many interviewees agree that technological innovation and market demand will be the two major driving forces for the sustainable development of the negative electrode material market. With the rapid development of new energy vehicles, energy storage and other fields, the demand for negative electrode materials in the market will continue to grow. Meanwhile, with the continuous advancement of technology and further cost reduction, the performance of negative electrode materials will also continue to improve, meeting a wider range of application needs. The industry consensus is that considering the current profitability of the negative electrode material sector and the overall supply and demand remaining loose, it is expected that the negative electrode sector prices will continue to operate at a low level in 2025. China International Capital Corporation (CICC) pointed out that as the cost advantage of leading negative electrode enterprises continues to increase, the outdated negative electrode production capacity is expected to gradually exit from 2025 to 2026. Coupled with the slowdown in supply side expansion, the industry supply pattern is expected to continue to improve. (Securities Times)
Scan code to share